Titelia

Holdings of MidCap Value Fund I

Principal Funds, Inc · Original filing · Compare with another fund · Report an error

Net assets
2.4B $ including 2.4B $ in equities, 97.0 %
Positions
728 in 13 countries
Top ten
15.5 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Maplebear Inc 162,4976.9M $0.28 %
102Franco-Nevada Corp 29,4006.8M $0.28 %
103Liberty Global Ltd 593,1726.7M $0.28 %
104Jabil Inc 19,3876.5M $0.27 %
105Fidelity National Financial Inc 123,4356.5M $0.27 %
106MarketAxess Holdings Inc 39,9246.3M $0.26 %
107Royal Gold Inc 26,7076.2M $0.26 %
108Affiliated Managers Group Inc 20,3696M $0.25 %
109United Therapeutics Corp 10,1505.8M $0.24 %
110Healthcare Realty Trust Inc 307,7035.8M $0.24 %
111Gentex Corp 246,3165.7M $0.23 %
112Morningstar Inc 32,9275.6M $0.23 %
113Rockwell Automation Inc 13,5785.6M $0.23 %
114Allstate Corp/The 25,4305.5M $0.23 %
115WEC Energy Group Inc 44,6245.3M $0.22 %
116Gaming and Leisure Properties Inc 105,7055.1M $0.21 %
117Flex Ltd 54,3385M $0.21 %
118CH Robinson Worldwide Inc 26,3334.8M $0.20 %
119First American Financial Corp 67,5954.7M $0.20 %
120Howmet Aerospace Inc 18,9304.6M $0.19 %
121XP Inc 231,7884.4M $0.18 %
122Millrose Properties Inc 141,1514.3M $0.18 %
123Curtiss-Wright Corp 5,7404.1M $0.17 %
124Eversource Energy 58,4454.1M $0.17 %
125Check Point Software Technologies Ltd 36,7004.1M $0.17 %
126Leonardo DRS Inc 97,1513.9M $0.16 %
127HP Inc 179,3373.7M $0.15 %
128Caris Life Sciences Inc 196,2723.7M $0.15 %
129Kroger Co/The 52,1693.6M $0.15 %
130Hanover Insurance Group Inc/The 17,6543.3M $0.14 %
131iShares Russell Mid-Cap Value 20,8003.3M $0.13 %
132RenaissanceRe Holdings Ltd 10,4343.2M $0.13 %
133NOV Inc 156,3413.2M $0.13 %
134JB Hunt Transport Services Inc 12,3323.1M $0.13 %
135Carnival Corp 114,9543M $0.13 %
136Omega Healthcare Investors Inc 63,3163M $0.12 %
137Sysco Corp 39,3492.9M $0.12 %
138Armstrong World Industries Inc 16,9222.9M $0.12 %
139Amer Sports Inc 81,7902.9M $0.12 %
140Dollar Tree Inc 28,7142.8M $0.12 %
141AECOM 32,7292.8M $0.11 %
142SEI Investments Co 30,1292.7M $0.11 %
143NRG Energy Inc 17,1542.7M $0.11 %
144Pinnacle West Capital Corp. 25,4182.6M $0.11 %
145M&T Bank Corp 11,9362.6M $0.11 %
146Globus Medical Inc 28,7262.6M $0.11 %
147Bright Horizons Family Solutions Inc 29,6082.4M $0.10 %
148Evercore Inc 7,4732.4M $0.10 %
149Sandisk Corp/DE 2,0122.2M $0.09 %
150Western Digital Corp 4,7992.1M $0.09 %
151Corning Inc 11,0081.8M $0.07 %
152Flowserve Corp 23,6011.7M $0.07 %
153Cummins Inc 1,9381.3M $0.05 %
154Bank of New York Mellon Corp/The 8,9991.2M $0.05 %
155Ciena Corp 1,9881M $0.04 %
156Digital Realty Trust Inc 4,853975.2K $0.04 %
157Kinder Morgan, Inc. 27,504904.1K $0.04 %
158Warner Bros Discovery Inc 32,945891.2K $0.04 %
159United Rentals Inc 892856.2K $0.04 %
160Realty Income Corp 12,940831.3K $0.03 %
161Lumentum Holdings Inc 915825.6K $0.03 %
162Ross Stores Inc 3,595818.9K $0.03 %
163ONEOK Inc 8,841817.4K $0.03 %
164Coherent Corp 2,458785.8K $0.03 %
165Corteva Inc 9,576775.8K $0.03 %
166AMETEK Inc 3,243763.7K $0.03 %
167Teradyne Inc 2,216761.1K $0.03 %
168Entergy Corp 6,309743.9K $0.03 %
169Nucor Corp 3,242730.4K $0.03 %
170Simon Property Group Inc 3,554724K $0.03 %
171Electronic Arts Inc 3,547717.8K $0.03 %
172Xcel Energy Inc 8,383695.4K $0.03 %
173Robinhood Markets Inc 9,295677.5K $0.03 %
174Ferguson Enterprises Inc 2,525676K $0.03 %
175Ford Motor Co 55,060665.1K $0.03 %
176eBay Inc 6,383660.5K $0.03 %
177Fifth Third Bancorp 12,775648.5K $0.03 %
178Westinghouse Air Brake Technologies Corp 2,383643.1K $0.03 %
179Delta Air Lines Inc 9,228627.4K $0.03 %
180Occidental Petroleum Corp 10,002605.9K $0.03 %
181State Street Corp 3,928600.4K $0.02 %
182Nasdaq Inc 6,399588.1K $0.02 %
183Ventas Inc 6,617581.4K $0.02 %
184Public Service Enterprise Group Inc 7,078578K $0.02 %
185Garmin Ltd 2,287574.4K $0.02 %
186ON Semiconductor Corp 5,677572.3K $0.02 %
187Diamondback Energy Inc 2,768569.2K $0.02 %
188Vulcan Materials Co 1,863562.1K $0.02 %
189DR Horton Inc 3,646561K $0.02 %
190Crown Castle Inc 6,130544.2K $0.02 %
191Hewlett Packard Enterprise Co 18,777540.2K $0.02 %
192CBRE Group Inc 3,734533K $0.02 %
193Coinbase Global Inc 2,827530.8K $0.02 %
194Martin Marietta Materials Inc 842521.3K $0.02 %
195Iron Mountain Inc 4,126519.8K $0.02 %
196Old Dominion Freight Line Inc 2,435517.3K $0.02 %
197PG&E Corp 30,934514.1K $0.02 %
198EQT Corp 8,525512.2K $0.02 %
199Prudential Financial, Inc. 4,944485.1K $0.02 %
200Huntington Bancshares Inc/OH 28,215472.9K $0.02 %

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Sector breakdown

  • Industrials 8.8 %
  • Energy 7.0 %
  • Technology 6.9 %
  • Financials 6.4 %
  • Consumer discretionary 6.4 %
  • Utilities 6.3 %
  • Consumer staples 4.7 %
  • Materials 4.6 %
  • Health care 1.9 %
  • Real estate 0.8 %
  • Communication 0.1 %
  • Unattributed 46.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 95.1 %
  • United Kingdom 1.2 %
  • Ireland 0.9 %
  • Switzerland 0.8 %
  • Bermuda 0.5 %
  • Luxembourg 0.5 %
  • Cayman Islands 0.3 %
  • Canada 0.3 %
  • Singapore 0.2 %
  • Israel 0.2 %
  • Netherlands 0.0 %
  • Jersey 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States6932.2B $95.09 %
2United Kingdom429.1M $1.24 %
3Ireland422.3M $0.95 %
4Switzerland118M $0.76 %
5Bermuda710.8M $0.46 %
6Luxembourg210.7M $0.46 %
7Cayman Islands57.6M $0.32 %
8Canada37.1M $0.30 %
9Singapore15M $0.21 %
10Israel14.1M $0.18 %
11Netherlands2398.8K $0.02 %
12Jersey4162.9K $0.01 %
Cite this page

Titelia. "Holdings of MidCap Value Fund I". https://titelia.com/en/funds/S000007173